Specialized Tax Advisory
Tampa

Specialty tax services go beyond routine preparation, addressing complex financial scenarios that demand strategic insight and advanced expertise. At The William Stanley Group, we uncover opportunities others overlook while protecting your assets with audit-ready precision. Our team delivers clarity, compliance, and measurable results for businesses and individuals with sophisticated financial needs, transforming complexity into confidence and strategy into success.

When the stakes are high, standard approaches fall short. Our services are designed to:

• Capture industry-specific credits and incentives with audit-ready support.
• Minimize exposure to errors and penalties.
• Provide defensible documentation to validate every position.
• Align niche strategies with long-term financial goals.

Our services are designed for businesses and individuals with unique or high-complexity tax positions, including:

• Corporations with multi-entity or multi-state compliance needs.
• Businesses in industries with targeted credits or incentives.
• High-net-worth individuals with complex holdings.
• Entrepreneurs preparing for sale, merger, or acquisition.
• Families managing trusts, estates, and generational wealth.

If standard preparation isn't enough, we provide the strategy and compliance you need to move forward with confidence.

Specialty tax advisory is one way we support Tampa businesses and high-net-worth individuals. Explore our full suite of tax services, designed to bring clarity and confidence across every aspect of your financial landscape.

• Business Tax Services with Integrated Advisory for growth and compliance.
• International Tax Advisory Services to simplify cross-border compliance.
• Private Client Services for wealth preservation and complex profiles.
• Federal Credits & Incentives to maximize available savings.
• IRS Representation & Resolution, from audits to payment plans.

Specialized tax needs require more than compliance. They require strategy. Our team combines technical expertise with executive-level insight to ensure every decision supports your broader financial objectives.

• Proven success resolving complex, high-value tax matters for businesses and individuals.
• Tailored strategies that balance compliance with opportunity.
• Integrated tax and executive advisory for a full-picture approach.
• Transparent communication and clearly defined engagements with no surprises.
• Flexible engagement models to support transactions, projects, or ongoing needs.

Mitigated a $700K tax liability through strategically timed expansion.

Reduced a founder’s tax burden by 25% through careful reclassification of expenses.

Your first consultation is designed to understand your business activities, prior filings, and potential areas of eligibility. From there, we outline a clear path forward, whether it’s capturing missed credits, strengthening compliance, or both.

Our strategic planning scales with your goals, with Tax Service Packages starting at $2,500 per month.

Our onboarding follows three focused stages:

Discovery
Analyze operations, projects, and filings to identify eligibility.

Alignment
Develop a tailored plan to maximize savings and ensure compliance.

Deployment
Prepare documentation, file claims, and provide ongoing support to keep you audit-ready.